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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,700 | $106,749-82.5% | $145,433-87.1% | $82,448-77.3% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 0.00% | 27.59%-27.6pp | 66.58%-66.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $3,647 | $3,444+5.9% | $4,554-19.9% | $2,551+43.0% |
| Participant deferral / active EE | $5,628 | $6,519-13.7% | $7,897-28.7% | $4,139+36.0% |
| Admin fee / account holder | $1,304 | $8,390-84.5% | $13,129-90.1% | $7,234-82.0% |